Preparation of annual accounts for tax purposes. We use data from your accounting programs or we can process the information direct from your bank statements. We then prepare the annual accounts and tax returns. A sit down review of these with Keith. Once approved you will get a copy (either bound or electronic – your preference) of the accounts and tax reports. We will file the tax return with the IRD. If requested we will send copies of the accounts to your bank or financial advisor .
Preparation of GST returns and cashflow reports
We prepare the GST, send the standard reports to the client for review. Once approved we file the GST with the IRD. Standard reports are: GST audit trail, Cash flow for the year to date , this year last year comparative report .
Preparation of tax returns. As part of the annual accounts process we prepare tax reports as required. These are included in the annual reports package. We will send tax reminder notices as each due date approaches .
Interim accounts and management accounts
Preparation of interim accounts when required and preparation of monthly management accounts.
Preparation of wages. We use several wage packages and are familiar with others so we can prepare or assist you to prepare wage runs. Advise payment to make, attend to payday filing, and basic employment agreements.
Budgets and Cashflows
We use MYOB, Xero, Cash manager and other programs to prepare periodic reports for yourself or the bank.
General accounting advice and overview, 5 year planning and 10 year planning. We can liaise with you, your solicitor, financial advisor to help with estate planning and growth strategies.